Energy Efficiency marketing MANAGERS
How does Dynamic DSM solve challenges faced by DSM Marketing Managers and Teams

IDENTIFYING EFFECTIVENESS
CHALLENGE
IDENTIFYING EFFECTIVENESS
I am not currently able to easily identify which of our marketing efforts were most effective in achieving energy savings and providing incentives.
In essence, I experience little to no collaboration between the Marketing and the Sales departments. I am running a bit blind when it comes to how to most prudently spend our marketing budget.
SOLUTION
CLONING PROGRAM TEMPLATES
Dynamic DSM allows Program Managers and Admins to clone/copy Program Templates and make tweaks to those templates.
This cloning can be done individually as well as in bulk.
We leverage built-in Microsoft Dynamics functionality to accomplish this.
BENEFITS
TIME & FOCUS
Processes that previously took weeks or months are now reduced to hours and days.
Program Managers and Administrators can clone individual or multiple Program Templates simultaneously.
PM’s love to use the Extract to Excel Online button, followed by making adjustments in Excel Online and hitting the “Save to System” button.

AUTOMATED REPORTING
CHALLENGE
AUTOMATED REPORTING
I cannot easily produce reports in real-time. Our marketing department needs a dashboard of live data.
In essence, I unfortunately need to manually generate reports at the end of a month or quarter rather than just hitting a button whenever I need to see the report updates.
SOLUTION
CLONING PROGRAM TEMPLATES
We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component.
This supports program modeling in a flexible manner that you have not seen before.
BENEFITS
FLEXIBILITY & MODELING
Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.
PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.
PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.

TARGETING POTENTIAL
CHALLENGE
TARGETING POTENTIAL
I am not able to view or mine the information in the database for the purpose targeting potential Leads and Opportunities.
In essence, I lack the tools to query and filter the data in such a way that I can easily identify targets.
SOLUTION
DYNAMICS INTEGRATIONS
Built on the Microsoft Dynamics integrations framework, Dynamic DSM integrates with SAP, ORACLE, Salesforce, and much more.
Dynamic DSM becomes the central software tool that handles all day-to-day operations for the DSM team.
Dynamic DSM syncs with external systems such as SAP to receive or send data. These synchronizations are handled via the API or SSIS.
BENEFITS
CLARITY, HAPPY STAFF
Program staff is able to clearly understand their duties because they can work within one single system all day long.
The whole reason for getting a tracking system is to handle all your program processes in an intuitive manner and in a single interface. Dynamic DSM is the only system on the market that actually achieves this.

CONTENT MANAGEMENT
CHALLENGE
CONTENT MANAGEMENT
I cannot manage my content dynamically from within a single system.
In essence, I have to manage the website content by making HTML updates myself or via an IT-Support colleague, which can sometimes take quite a while (opening a ticket and waiting for a response).
SOLUTION
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We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component.
This supports program modeling in a flexible manner that you have not seen before.
BENEFITS
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Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.
PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.
PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.

EMAIL MARKETING IN SINGLE SYSTEM
CHALLENGE
EMAIL MARKETING IN SINGLE SYSTEM
I am unable to seamlessly send email blasts out of a single system. And when sent, these do not get tracked back to Projects and Customers in the DSM database.
In essence, I am required to export data, clean it up, and then send out emails through a separate software. And I cannot track the opt-outs and responses back into my source system.
SOLUTION
XXXXXXXXXXXXXXXXXXX
Built on the Microsoft Dynamics integrations framework, Dynamic DSM integrates with SAP, ORACLE, Salesforce, and much more.
Dynamic DSM becomes the central software tool that handles all day-to-day operations for the DSM team.
Dynamic DSM syncs with external systems such as SAP to receive or send data. These synchronizations are handled via the API or SSIS.
BENEFITS
XXXXXXXXXXXXXXXXXXX
Program staff is able to clearly understand their duties because they can work within one single system all day long.
The whole reason for getting a tracking system is to handle all your program processes in an intuitive manner and in a single interface. Dynamic DSM is the only system on the market that actually achieves this.

PARTNER MANAGEMENT
CHALLENGE
PARTNER MANAGEMENT
I cannot manage our Trade Allies and Implementers within the same system that is used to track DSM projects and customers. I am also not able to dynamically update our partner website.
In essence, I must work in multiple systems which increases work, decreases efficiency, and promotes human error.
SOLUTION
XXXXXXXXXXXXXXXXXXX
We developed a completely configurable engine to allow each Program Manager to create unlimited configurations and use any desired set of fields and queries for each component.
This supports program modeling in a flexible manner that you have not seen before.
BENEFITS
XXXXXXXXXXXXXXXXXXX
Program Managers are now able to configure different CE Input Fields for each program, as well as run each Measure against a different configuration.
PM’s are able to choose whether or not to include Program Level costs on each test run – as well as setting defaults.
PM’s can run CE tests across multiple programs at the same time as well as on subsets of programs, as well as at the project or measure level.
Testimonial
“We have thoroughly compared all the DSM Tracking Systems on the market, and yours is the best — hands down!”
Enbridge Gas Distribution
Uncovering utility needs. Solving ENERGY Problems!
Since 2006, we have been evolving our solutions to handle all rebate programs in a single configurable environment.